See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,129 | $115,882-53.3% | $100,516-46.1% | $158,922-65.9% |
| Participation rate | 90.5% | 81.6%+8.9pp | 79.4%+11.1pp | 82.0%+8.5pp |
| Annual return | 52.26% | 34.79%+17.5pp | 30.89%+21.4pp | 302.83%-250.6pp |
| Employer contribution / active EE | $3,213 | $4,103-21.7% | $3,418-6.0% | $4,761-32.5% |
| Participant deferral / active EE | $3,423 | $6,674-48.7% | $6,270-45.4% | $5,982-42.8% |
| Admin fee / account holder | $1,726 | $10,995-84.3% | $8,081-78.6% | $11,246-84.7% |